EM
Eric Myers Portfolio
Invests via Carrera Capital Advisors | Managed by Carrera Capital Advisors
Invests via Carrera Capital Advisors
Managed by Carrera Capital Advisors
Automatically Tracked
Eric Myers Profile
Private-market investor and former operator focused on SaaS, fintech and enterprise software growth equity. Eric Myers is an active angel and advisor who sources and structures early growth capital, serves on company boards and leads go-to-market scaling and M&A execution. Experience spans product leadership, corporate development and portfolio company operational support.
Private-market investor and former operator focused on SaaS, fintech and enterprise software growth equity. Eric Myers is an active angel and advisor who sources and structures early growth capital, serves on company boards and leads go-to-market scaling and M&A execution. Experience spans product leadership, corporate development and portfolio company operational support.
Investment Philosophy & Strategy
Targets high-growth SaaS, fintech and enterprise software companies, deploying structured growth equity and convertible instruments to align incentives and preserve optionality. Prefers founder-led teams with measurable unit economics and clear go-to-market leverage, pursuing concentrated, stage-focused positions with reserved capital for follow-ons. Combines board-level governance with operational support — product, sales scale-up and M&A execution — to de-risk execution risk and accelerate exit timing. Time horizon is growth-to-liquidity (3–7 years) with disciplined downside protection and active value creation.
Targets high-growth SaaS, fintech and enterprise software companies, deploying structured growth equity and convertible instruments to align incentives and preserve optionality. Prefers founder-led teams with measurable unit economics and clear go-to-market leverage, pursuing concentrated, stage-focused positions with reserved capital for follow-ons. Combines board-level governance with operational support — product, sales scale-up and M&A execution — to de-risk execution risk and accelerate exit timing. Time horizon is growth-to-liquidity (3–7 years) with disciplined downside protection and active value creation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
28.42%
Gain -0.27%
Monthly
0.96%
Yearly
12.2%
Drawdown
9.88%
$673.73M
Equity
Holdings
$673.73M
Investment
$605.93M
$102.87M
Profit -$1.13M
Realized
$35.07M
Unrealized
$67.8M
Dividends
$33.83M
Goals
Avg. 89.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$1.13M
Win %
74%
This Week
Compared To Last Week
Gain
0.1%
Profit
$646,402.94
Win %
74%
This Month
Compared to last month
Gain
-0.17%
Profit
-$1.13M
Win %
74%
This Year
Compared to last year
Gain
3.93%
Profit
$25.39M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$298,814.48 
GOOG Alphabet Inc
+6.88%
+$22,257.93 
GOOGL Alphabet Inc
+6.73%
+$148,639.05 
PTEN Patterson-UTI Energy Inc.
+6.4%
+$189,043.47 
CRK Comstock Resources Inc.
+4.41%
+$52,645.04 
RES Rpc Inc.
+3.51%
+$66,257.18 
META Meta Platforms Inc Class A
+3.28%
+$21,923.19 
MSFT Microsoft Corp.
+3.02%
+$98,581.49 
NVDA NVIDIA Corporation
+2.93%
+$55,198.64 
DRH DiamondRock Hospitality Company
+2.56%
+$84,083.67 
CVX Chevron Corporation
+2.35%
+$102,649.2 
PSA Public Storage Common Stock
+2.12%
+$5,705.28 
JKS JinkoSolar Holding Co., Ltd. ADR
+2.02%
+$20,448 
OXY Occidental Petroleum Corporation
+2%
+$4,002.88 
VTR Ventas Inc.
+1.73%
+$126,786.6 
FOSL Fossil Group Inc.
+1.64%
+$805.44 
VZ Verizon Communications Inc.
+1.52%
+$6,840.4 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$80,322.12 
OVV Ovintiv Inc.
+1.36%
+$40,738.32 
CQQQ Invesco China Technology ETF
+1.31%
+$48,474.4 
NMR Nomura Holdings Inc. Sponsored ADR
+1.25%
+$69,067.08 
COP ConocoPhillips
+1.22%
+$62,811.14 
WFC Wells Fargo & Company
+1.19%
+$10,837.5 
TMFC Motley Fool 100 Index ETF
+1.19%
+$5,096 
AMAT Applied Materials, Inc.
+1.18%
+$3,805.51 
MT ArcelorMittal S.A.
+1.15%
+$86,124 
EQT EQT Corporation
+1.1%
+$2,656.4 
BKR Baker Hughes Company
+0.98%
+$28,266.9 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$7,639.52 
EQNR Equinor ASA Sponsored ADR
+0.91%
+$33,406.01 
TUR iShares MSCI Turkey ETF
+0.9%
+$3,140.59 
PWB Invesco Large Cap Growth ETF
+0.86%
+$3,971.5 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$1,922.03 
RNW Renew Energy Global Plc
+0.81%
+$836.1 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,415.48 
TSLA Tesla, Inc.
+0.76%
+$5,501.11 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,246.72 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$14,797.92 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,901.83 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,844.1 
CAT Caterpillar Inc.
+0.7%
+$8,181.8 
IVV iShares Core S&P 500 ETF
+0.69%
+$20,915.2 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$11,419.68 
IWB iShares Russell 1000 ETF
+0.64%
+$13,098.71 
SYY Sysco Corporation
+0.63%
+$2,860.94 
IVZ Invesco Ltd.
+0.61%
+$1,917 
ET Energy Transfer L.P.
+0.59%
+$10,880.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$23,481.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,175.78 
EXC Exelon Corporation
+0.53%
+$1,250.4 
HON Honeywell International Inc.
+0.47%
+$978.12 
VALE Vale S.A.
+0.47%
+$1,049.93 
RTX RTX Corporation
+0.39%
+$1,588.44 
AVGO Broadcom Inc.
+0.37%
+$2,151.36 
PG Procter & Gamble Co
+0.37%
+$1,159.11 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,790 
BAC Bank of America Corporation
+0.36%
+$3,165.58 
AMG Affiliated Managers Group Inc.
+0.35%
+$11,644.81 
MRK Merck & Co., Inc.
+0.32%
+$765.49 
VIV Telefonica Brasil S.A. ADR
+0.31%
+$7,964.48 
ILCV iShares Morningstar Value ETF
+0.29%
+$1,045.63 
JPM JPMorgan Chase & Co.
+0.27%
+$19,742.82 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$903.48 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$31,139.29 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$10,415.03 
DDFM Innovator Equity Dual Directional 15 Buffer ETF - March
+0.2%
+$1,472.92 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$662.87 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,627.44 
T AT&T Inc.
+0.17%
+$310.88 
MS Morgan Stanley
+0.17%
+$578.52 
DTE DTE Energy Company
+0.12%
+$673.2 
AMX América Móvil, S.A.B. de C.V.
+0.12%
+$292.35 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$9,606.15 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$12,445.02 
WMT Walmart Inc.
+0.09%
+$341.61 
SOXX iShares Semiconductor ETF
+0.07%
+$273.25 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$10,629.64 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$10,142.52 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$840.6 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$146.06 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.02%
+$28,251.09 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$277.17 
ATAI AtaiBeckley Inc.
0%
$0 
E Eni S.p.A. Sponsored ADR
0%
$0 
HBM Hudbay Minerals Inc.
0%
$0 
EIDO iShares MSCI Indonesia ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 PCMM
PCMM
0%
$0 
RIVN Rivian Automotive, Inc.
-9.57%
-$166,680.08 
AAPL Apple Inc.
-7.35%
-$370,938.56 
SYK Stryker Corporation
-6.42%
-$170,699.93 
TGB Taseko Mines Ltd.
-4.38%
-$139,429.32 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$193,672.7 
SILJ Amplify Junior Silver Miners ETF
-3.45%
-$7,334.08 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$7,030.8 
RKT Rocket Companies, Inc. Class A
-2.71%
-$7,414.92 
ENIC Enel Chile S.A.
-2.42%
-$3,982.44 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$3,616.92 
UWMC UWM Holdings Corporation
-2.15%
-$22,026.24 
SLV iShares Silver Trust
-2.13%
-$126,362.16 
KT KT Corporation
-2.11%
-$4,791.54 
ASO Academy Sports and Outdoors, Inc.
-1.86%
-$4,204.8 
ARDX Ardelyx Inc.
-1.79%
-$17,202.96 
URNM Sprott Uranium Miners ETF
-1.78%
-$33,573.76 
URA Global X Uranium ETF
-1.64%
-$10,955.1 
ABUS Arbutus Biopharma Corporation
-1.59%
-$17,651.13 
EC Ecopetrol S.A. Sponsored ADR
-1.58%
-$41,153.01 
LRCX Lam Research Corporation
-1.58%
-$5,160.61 
POR Portland General Electric Company
-1.52%
-$37,271.16 
GLD SPDR Gold Shares
-1.49%
-$5,693.05 
IAU iShares Gold Trust
-1.46%
-$3,608.09 
LUV Southwest Airlines Co.
-1.38%
-$25,590.6 
BSAC Banco Santander-Chile ADR
-1.31%
-$41,555.94 
JETS U.S. Global Jets ETF
-1.26%
-$9,021.6 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-1.24%
-$17,345.58 
F Ford Motor Company
-1.21%
-$2,217.24 
SRE Sempra
-1.15%
-$2,498.78 
NEE NextEra Energy, Inc.
-1.15%
-$83,626.99 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$10,553.61 
TXN Texas Instruments Inc
-1.08%
-$4,696.13 
EDV Vanguard Extended Duration Treasury ETF
-1.06%
-$1,995.51 
BWA BorgWarner Inc.
-1.04%
-$57,320.51 
KO The Coca-Cola Company
-1.02%
-$6,742.8 
XOM Exxon Mobil Corporation
-0.97%
-$18,020.34 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.93%
-$26,419.52 
GNL Global Net Lease, Inc.
-0.91%
-$1,403.36 
SR Spire Inc.
-0.83%
-$1,546.36 
GILD Gilead Sciences Inc.
-0.81%
-$1,610.33 
EZA iShares MSCI South Africa ETF
-0.76%
-$8,879.78 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
-0.74%
-$11,709.96 
MA Mastercard Incorporated
-0.74%
-$2,494.75 
BLK BlackRock, Inc.
-0.73%
-$1,747.62 
CPA Copa Holdings S.A.
-0.71%
-$38,356.77 
VPU Vanguard Utilities ETF
-0.71%
-$1,558.56 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$1,754.73 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$108,014.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$126,547.36 
EWM iShares MSCI Malaysia ETF
-0.64%
-$57,509.28 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$41,118.21 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,611.44 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,725.8 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$19,930.99 
SCHF Schwab International Equity ETF
-0.58%
-$12,174.56 
INFU InfuSystem Holdings Inc.
-0.54%
-$1,011.9 
VNQ Vanguard Real Estate ETF
-0.54%
-$4,523.04 
LLY Eli Lilly and Company
-0.53%
-$5,124.68 
EPHE iShares MSCI Philippines ETF
-0.51%
-$15,811.38 
SCHH Schwab U.S. REIT ETF
-0.49%
-$2,408.28 
ALL Allstate Corporation
-0.49%
-$1,569.12 
IWM iShares Russell 2000 ETF
-0.47%
-$3,216.44 
PPLT abrdn Physical Platinum Shares ETF
-0.47%
-$6,134.1 
VGK Vanguard FTSE Europe ETF
-0.44%
-$1,946.8 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$1,138.04 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,741.37 
HD The Home Depot, Inc.
-0.42%
-$1,153.72 
EWS iShares MSCI Singapore ETF
-0.4%
-$3,635.19 
VGT Vanguard Information Technology ETF
-0.38%
-$1,307.2 
CMS CMS Energy Corporation
-0.37%
-$1,159.11 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,330.01 
JBBB Janus Henderson B-BBB CLO ETF
-0.34%
-$919.04 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$32,152.27 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
-0.33%
-$69,673.4 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$695.21 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$695.24 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$3,789.93 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$4,609.75 
COST Costco Wholesale Corporation
-0.24%
-$2,738.24 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,503.35 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$49,290.1 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$2,234.09 
FITB Fifth Third Bancorp
-0.16%
-$1,021.14 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$949.16 
EZU iShares MSCI Eurozone ETF
-0.12%
-$1,292.08 
MUB iShares National Muni Bond ETF
-0.11%
-$255.24 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,919.92 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$562.75 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$342.08 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$14,160.76 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$102.27 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.06%
-$1,642.8 
FXI iShares China Large-Cap ETF
-0.06%
-$4,876.12 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$5,998.28 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,969.6 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$84.28 
V Visa Inc. Class A
-0.04%
-$224.54 
ILF iShares Latin America 40 ETF
-0.03%
-$4,319.95 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$579.22 Events
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Dividends
Dividend Analysis
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| Trades 1088 | Longs Won 753/1088 69% | Profit Factor 4.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $473,858.4 |
| Average Win $175,116.45 | Best Trade (Mar 31) $8.4M | Sharpe Ratio -9.95 |
| Average Loss -$86,553.4 | Worst Trade (Aug 14) -$2.68M | Z-Score 9.1 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 6d | Expectancy $94,547.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,813 | 7,031 | 6,250 | 5,469 | 4,688 | 3,906 | 3,125 | 2,344 | 1,563 | 781 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,128 | $3.61M | $4.67M | - | $1.06M | 29.41% | -7.354% |
| ABUS Arbutus Biopharma Corporation | 252,159 | $1.13M | $1.09M | - | -$40,345.94 | -3.56% | -1.587% |
| AGG iShares Core U.S. Aggregate Bond ETF | 18,439 | $1.81M | $1.8M | - | -$13,229.99 | -0.73% | -0.256% |
| ALL Allstate Corporation | 1,207 | $251,338 | $318,744.54 | - | $67,406.54 | 26.82% | -0.49% |
| AMAT Applied Materials, Inc. | 645 | $220,548 | $327,447.16 | - | $106,899.16 | 48.47% | +1.176% |
| AMG Affiliated Managers Group Inc. | 9,169 | $2.19M | $3.36M | - | $1.18M | 53.81% | +0.348% |
| AMX América Móvil, S.A.B. de C.V. | 9,745 | $248,292 | $247,035.75 | - | -$1,256.25 | -0.51% | +0.118% |
| AMZN Amazon.com Inc | 8,282 | $1.7M | $2.25M | - | $553,544.09 | 32.64% | +15.321% |
| ARDX Ardelyx Inc. | 191,144 | $1.14M | $946,162.8 | - | -$198,790.2 | -17.36% | -1.786% |
| ASO Academy Sports and Outdoors, Inc. | 4,672 | $234,053.01 | $221,686.4 | - | -$12,366.61 | -5.28% | -1.861% |
| ATAI AtaiBeckley Inc. | 137,560 | $486,962 | $987,680.8 | - | $500,718.8 | 102.83% | 0.0 |
| AVEM Avantis Emerging Markets Equity ETF | 106,735 | $8.25M | $9.55M | - | $1.31M | 15.85% | +0.101% |
| AVGO Broadcom Inc. | 1,494 | $455,240.14 | $581,584.32 | - | $126,344.18 | 27.75% | +0.371% |
| BAC Bank of America Corporation | 14,389 | $664,548.05 | $891,398.55 | - | $226,850.5 | 34.14% | +0.356% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 338,084 | $31.01M | $31M | - | -$18,045.12 | -0.06% | +0.033% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 42,030 | $4.18M | $4.18M | - | $2,508.36 | 0.06% | +0.02% |
| BJ BJ's Wholesale Club Holdings, Inc. | 2,619 | $235,789 | $256,085.82 | - | $20,296.82 | 8.61% | -0.681% |
| BKR Baker Hughes Company | 47,910 | $1.88M | $2.9M | - | $1.02M | 54.38% | +0.985% |
| BLK BlackRock, Inc. | 219 | $252,410.55 | $238,795.41 | - | -$13,615.14 | -5.39% | -0.727% |
| BND Vanguard Total Bond Market Index Fund | 19,947 | $1.44M | $1.44M | - | $3,341.94 | 0.23% | -0.262% |
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FAQ
Which stocks have generated the highest profits for Eric Myers?
The largest contributions to the portfolio's profits come from the following stocks: iShares Silver Trust - $13.34M, BondBloxx Bloomberg Six Month Target Duration US Treasury ETF - $8.78M, VanEck Junior Gold Miners ETF - $5.8M, First Trust Global Tactical Commodity Strategy Fund - $4.25M, and iShares MSCI South Africa ETF - $3.62M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund - $1.78M, Telefonica SA - $1.1M, Elevance Health, Inc - $664,308.54, Renew Energy Global Plc - $619,843, and Micron Technology, Inc - $527,281.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Eric Myers's portfolio generate?
The portfolio generates substantial dividend income, with a total of $33.83M earned over time. The largest contributors to dividend income include BondBloxx Bloomberg Six Month Target Duration US Treasury ETF - $8.8M, First Trust Global Tactical Commodity Strategy Fund - $4.21M, SPDR Bloomberg 1-3 Month T-Bill ETF - $3.58M, PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund - $1.02M, and iShares MSCI South Africa ETF - $950,516.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Eric Myers's monthly returns?
Eric Myers's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Eric Myers's strategy be considered aggressive or moderate?
Eric Myers's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Eric Myers's strategy?
Eric Myers's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
